Plutus is a hybrid financial planning and advisory platform set up to help individuals and families achieve their financial aspirations. In addition to offering comprehensive financial planning - which is our core offering, we also offers investment advisory in the capital markets. We help our clients invest in the Indian mutual funds universe besides offering portfolio management services, structured products, and private equity products as well as corporate fixed deposits and bonds.
Our scope of advice encompasses life and non-life and other general insurance. Our carefully chosen tie-ups with leading insurance companies brings to our clients the best and most competitive protection and investment products that perfectly suit their needs. Additionally, our clients also stand to benefit from our partnerships with two of the largest international property consultants in India whose reach in the Indian real estate landscape adds immense value and brings home the best investment and end-user options in primary and secondary markets. Plutus also offers mortgage services from all leading banks and non-banking finance companies.
One of our most prominent service offerings is estate and succession planning. Through this we help clients make informed choices about one of the most critical but much-neglected aspect of their financial lives.
In June 2017, we have launched our fully online and completely automated robo-advisory services as well as our proprietary and intuitive portfolio tracker, The Vault. This multi-asset portfolio tracker is one its kind in India and gives you the ability to add all your market and non-market linked investments in one place to give you an updated comprehensive view of your net worth, real time!
In November 2018, we have released our brand new app on the Google Play Store called Meet Plutus while the iOS version is currently in beta and is expected to go-live before the end of this year.
Our expectation from a marketing and branding professional is to have a thorough understanding of the Indian capital markets sales and distribution businesses and also an understanding off how to strategise and scale the existing business operations. Of course, there are many more expectations from this position which i think would be best discussed in person!
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